What are the responsibilities and job description for the Investment Operations Specialist position at Kforce Inc?
Responsibilities
Kforce has a client in Milwaukee, WI that is seeking an Investment Operations Specialist. Responsibilities:
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
Kforce has a client in Milwaukee, WI that is seeking an Investment Operations Specialist. Responsibilities:
- Performs a variety of operational duties within an assigned area of Investment Operations
- Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review
- Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers
- Ensures the accuracy of account statements and information
- Verifies account entries, ensures totals balance and prepares correcting adjustments as needed
- Ensures that all documentation requirements are satisfied
- Responds to telephone or written inquiries and performs research necessitated by special requests from customers, brokers or internal employees
- Project Management experience would be required if no prior banking experience (around 4-5 years in either area)
- Project Management Fundamentals: Ability to assist in planning, organizing, and tracking deliverables for new initiatives
- Process Documentation: Skilled in creating SOPs, workflows, and project status reports
- Communication: Comfortable coordinating with internal teams and external vendors
- Intermediate to Advanced Skills/Experience in Excel required
- Financial Services/banking industry experience strongly preferred, not required
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
Salary : $22 - $23
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